Purchases and Sales Made in Q3 2024 in Ishares Trust Ishares Pfd And (PFF)
This table provides information about the institutional ownership of Ishares Trust Ishares Pfd And (PFF) during Q3 2024. The information is specifically focused on institutions that hold shares of ISHARES TRUST ISHARES PFD AND .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
750+ 13.45% |
$23.4K - $25.1K
|
6.33K
$199K
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
708+ 1.41% |
$22.1K - $23.7K
|
50.8K
$1.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
650+ 3.05% |
$20.3K - $21.8K
|
22K
$691K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
648+ 6.77% |
$20.2K - $21.7K
|
10.2K
$321K
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
646+ 4.08% |
$20.1K - $21.6K
|
16.5K
$517K
|
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
625+ 0.75% |
$19.5K - $20.9K
|
84.1K
$2.64M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
623+ 0.73% |
$19.4K - $20.9K
|
86.2K
$2.71M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
611+ 7.06% |
$19.1K - $20.5K
|
9.26K
$291K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
609+ 1.39% |
$19K - $20.4K
|
44.3K
$1.39M
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
595+ 1.4% |
$18.6K - $19.9K
|
43.2K
$1.36M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
593+ 1.25% |
$18.5K - $19.9K
|
48K
$1.51M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
593+ 0.47% |
$18.5K - $19.9K
|
128K
$4.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
586+ 3.98% |
$18.3K - $19.6K
|
15.3K
$481K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
544+ 3.3% |
$17K - $18.2K
|
17K
$535K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
531+ 0.65% |
$16.6K - $17.8K
|
82.5K
$2.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
527+ 17.76% |
$16.4K - $17.7K
|
3.49K
$110K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
522+ 1.9% |
$16.3K - $17.5K
|
27.9K
$877K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
512+ 4.6% |
$16K - $17.2K
|
11.6K
$366K
|
|
|
Oct 08, 2024
Q3 2024
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
500+ 0.19% |
$15.6K - $16.8K
|
266K
$8.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
493+ 0.75% |
$15.4K - $16.5K
|
65.8K
$2.07M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
492+ 32.22% |
$15.3K - $16.5K
|
2.02K
$63.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
488+ 0.96% |
$15.2K - $16.3K
|
51.4K
$1.61M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
484+ 8.17% |
$15.1K - $16.2K
|
6.41K
$201K
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
477+ 2.02% |
$14.9K - $16K
|
24.1K
$758K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
472+ 0.57% |
$14.7K - $15.8K
|
82.8K
$2.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
471+ 13.25% |
$14.7K - $15.8K
|
4.03K
$126K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
458+ 0.45% |
$14.3K - $15.3K
|
103K
$3.23M
|
|
|
Oct 28, 2024
Q3 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
457+ 0.63% |
$14.2K - $15.3K
|
72.9K
$2.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
450+ 10.49% |
$14K - $15.1K
|
4.74K
$149K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
446+ 35.77% |
$13.9K - $14.9K
|
1.69K
$53.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
435New |
$13.6K - $14.6K
|
435
$13.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
427+ 4.36% |
$13.3K - $14.3K
|
10.2K
$321K
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
420+ 4.76% |
$13.1K - $14.1K
|
9.25K
$291K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
407+ 4.9% |
$12.7K - $13.6K
|
8.71K
$273K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
406+ 4.65% |
$12.7K - $13.6K
|
9.14K
$287K
|
|
|
Nov 06, 2024
Q3 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
403+ 3.39% |
$12.6K - $13.5K
|
12.3K
$386K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
397New |
$12.4K - $13.3K
|
397
$12.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
390+ 5.49% |
$12.2K - $13.1K
|
7.49K
$235K
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
370+ 2.87% |
$11.5K - $12.4K
|
13.3K
$416K
|
|
|
Nov 05, 2024
Q3 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
355+ 1.21% |
$11.1K - $11.9K
|
29.7K
$933K
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
350+ 46.67% |
$10.9K - $11.7K
|
1.1K
$34.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
336+ 12.04% |
$10.5K - $11.3K
|
3.13K
$98.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
332+ 0.82% |
$10.4K - $11.1K
|
40.7K
$1.28M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
322+ 4.72% |
$10K - $10.8K
|
7.14K
$224K
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
320+ 0.14% |
$9.98K - $10.7K
|
227K
$7.13M
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
310+ 0.28% |
$9.67K - $10.4K
|
112K
$3.52M
|
|
|
Oct 18, 2024
Q3 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
309+ 2.76% |
$9.63K - $10.4K
|
11.5K
$361K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
306+ 2.18% |
$9.54K - $10.3K
|
14.3K
$450K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
299+ 0.81% |
$9.32K - $10K
|
37K
$1.16M
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
295+ 2.07% |
$9.2K - $9.88K
|
14.6K
$458K
|